SPIA

Steward Partners Investment Advisory Portfolio holdings

AUM $17.4B
1-Year Est. Return 20.71%
This Quarter Est. Return
1 Year Est. Return
+20.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.67B
AUM Growth
+$419M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,438
New
Increased
Reduced
Closed

Top Buys

1
+$17.8M
2
+$14.5M
3
+$12.6M
4
TSLA icon
Tesla
TSLA
+$11.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.23M

Top Sells

1
+$18M
2
+$8.78M
3
+$8.18M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$8.03M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.32M

Sector Composition

1 Technology 14.91%
2 Healthcare 6.47%
3 Consumer Discretionary 6.38%
4 Financials 6.13%
5 Industrials 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2451
$14.1K ﹤0.01%
249
-468
2452
$14K ﹤0.01%
310
2453
$14K ﹤0.01%
+745
2454
$14K ﹤0.01%
2,319
2455
$13.9K ﹤0.01%
128
2456
$13.9K ﹤0.01%
785
-100
2457
$13.8K ﹤0.01%
1,112
-150
2458
$13.8K ﹤0.01%
149
-30
2459
$13.8K ﹤0.01%
132
-29
2460
$13.7K ﹤0.01%
200
2461
$13.7K ﹤0.01%
443
+12
2462
$13.6K ﹤0.01%
401
2463
$13.6K ﹤0.01%
567
+467
2464
$13.6K ﹤0.01%
330
-47
2465
$13.6K ﹤0.01%
+400
2466
$13.5K ﹤0.01%
500
2467
$13.4K ﹤0.01%
394
2468
$13.4K ﹤0.01%
473
2469
$13.4K ﹤0.01%
175
-2
2470
$13.3K ﹤0.01%
466
2471
$13.3K ﹤0.01%
771
2472
$13.2K ﹤0.01%
1,600
2473
$13.1K ﹤0.01%
+366
2474
$13.1K ﹤0.01%
2,100
2475
$13.1K ﹤0.01%
800
-1,000
97 98
99
100 101